AWM
CRBG icon

Avior Wealth Management’s Corebridge Financial CRBG Stock Holding History

Avior Wealth Management’s Portfolio CRBG Stock Details CRBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-793
Closed -$22.8K – 2582
2024
Q1 		$22.8K Buy
+793
New +$19.6K ﹤0.01% 1544

Other funds holding CRBG

AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's CRBG Position: Q2 2024 in Review

Avior Wealth Management sold out of Corebridge Financial (CRBG) in Q2 2024, closing a stake of 793 shares — an estimated $22.8K sold.

Avior Wealth Management first reported a position in CRBG in Q1 2024 and held it in 1 quarter. The position peaked at $22.8K in Q1 2024. 380 funds tracked by Wall St. Rank hold CRBG as of Q2 2024.

  • Avior Wealth Management reported no remaining Corebridge Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 793 Corebridge Financial shares in Q2 2024, an estimated $22.8K.
  • Avior Wealth Management first reported a position in Corebridge Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Corebridge Financial position peaked at $22.8K in Q1 2024.
  • 380 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.